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Indiana Trust & Investment Management’s Raymond James Financial RJF Stock Holding History

Indiana Trust & Investment Management’s Portfolio RJF Stock Details RJF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-85
Closed -$11.8K – 496
2025
Q1 		$11.8K Hold
85
– – ﹤0.01% 381
2024
Q4 		$13.2K Hold
85
– – ﹤0.01% 379
2024
Q3 		$10.4K Hold
85
– – ﹤0.01% 402
2024
Q2 		$10.5K Buy
+85
New +$10.5K ﹤0.01% 381

Other funds holding RJF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Indiana Trust & Investment Management's RJF Position: Q2 2025 in Review

Indiana Trust & Investment Management sold out of Raymond James Financial (RJF) in Q2 2025, closing a stake of 85 shares — an estimated $11.8K sold.

Indiana Trust & Investment Management first reported a position in RJF in Q2 2024 and held it in 4 quarters. The position peaked at $13.2K in Q4 2024. 854 funds tracked by Wall St. Rank hold RJF as of Q2 2025.

  • Indiana Trust & Investment Management reported no remaining Raymond James Financial position as of Q2 2025 after selling out during the quarter.
  • Indiana Trust & Investment Management sold 85 Raymond James Financial shares in Q2 2025, an estimated $11.8K.
  • Indiana Trust & Investment Management first reported a position in Raymond James Financial in Q2 2024 and held it in 4 quarters.
  • Indiana Trust & Investment Management's Raymond James Financial position peaked at $13.2K in Q4 2024.
  • 854 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2025.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2025, filed 23 Jul 2025.